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HubSpot connects Chamelio to your CRM, so legal requests start from the deal, contact, or company your team already works in. Chamelio fills the request from the record, and reps follow the request from HubSpot.
HubSpot is turned on per organization. If you don’t see HubSpot in Settings > Org Integrations, ask your Chamelio legal engineer to turn it on.

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What you can do

  • Start a flow from a HubSpot record. Set a flow’s intake to HubSpot, and the flow starts from a deal, contact, or company.
  • Fill the request from the record. Map each intake field to a HubSpot field, so requesters don’t retype data that’s already in HubSpot.
  • Work from HubSpot. The Chamelio card on a HubSpot record lists the record’s Chamelio tasks and opens them inside HubSpot.

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Connect HubSpot

1

Open Org Integrations

In Chamelio, go to Settings > Org Integrations.
2

Connect HubSpot

On the Hubspot card, click Connect. HubSpot opens in a new tab.
3

Approve access in HubSpot

Sign in to HubSpot and approve the access Chamelio asks for. When you’re done, the Hubspot card in Chamelio shows HubSpot as connected.
Connect with a shared company account, not a person’s own account, so the connection keeps working when people leave. See Use a shared IT account. For the HubSpot access Chamelio asks for, see What access does the HubSpot app need?.

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Start a flow from HubSpot

1

Choose HubSpot as the source

Open the flow in the flow builder. In the Intake step, select HubSpot under Start from….
2

Choose the object type

Under HubSpot object type, pick the record the flow starts from: Deal, Contact, or Company.
3

Map intake fields

Open an intake field and use the HubSpot field picker to choose the HubSpot field that fills it. To use a field from a linked record, open the record under Related and pick a field there.
4

Map table fields

For a Table field, choose the HubSpot object that fills the table, then map each column to a field on that object.
5

Run a test

Click Run test and enter the ID of a HubSpot record. Chamelio shows the value each mapped field would get from that record, so you can check the mapping before you publish.
Changing the object type after you’ve mapped fields clears the HubSpot field mappings.
For the full intake setup, see Intake. For how CRM flows run from request to signature, see From CRM to signed contract.

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Work from the HubSpot record

When HubSpot is connected, a Chamelio card shows on HubSpot records. From the card, reps can:
  • Start a flow for the record.
  • See the record’s Chamelio tasks and where each one stands.
  • Open a task to approve, comment, see its files and signed documents, upload a new negotiation version, and read the activity log.
A rep can open a task’s current step inside HubSpot when their HubSpot email address matches a Chamelio account. Reps without a matching Chamelio account see the record’s tasks, but not the step itself.

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Common questions

A Chamelio Admin connects HubSpot in Settings > Org Integrations, together with someone who can approve app access in your HubSpot account.
No. You can’t limit the HubSpot connection to read-only access or to specific objects.
Yes. Flows that start from HubSpot can also be started manually in Chamelio.